Capital Advisory Group Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,819
| Closed | -$1.27M | – | 146 |
|
|
2025
Q4 | $1.27M | Sell |
2,819
-31
| -1% | -$13.7K | 0.37% | 66 |
|
|
2025
Q3 | $1.27M | Buy |
2,850
+280
| +11% | +$97.1K | 0.39% | 73 |
|
|
2025
Q2 | $816K | Buy |
2,570
+283
| +12% | +$85.3K | 0.29% | 79 |
|
|
2025
Q1 | $593K | Sell |
2,287
-487
| -18% | -$162K | 0.23% | 94 |
|
|
2024
Q4 | $1.12M | Buy |
2,774
+266
| +11% | +$85.6K | 0.4% | 67 |
|
|
2024
Q3 | $656K | Buy |
2,508
+152
| +6% | +$34.7K | 0.26% | 82 |
|
|
2024
Q2 | $466K | Buy |
2,356
+263
| +13% | +$46K | 0.2% | 95 |
|
|
2024
Q1 | $368K | Sell |
2,093
-1,701
| -45% | -$332K | 0.17% | 110 |
|
|
2023
Q4 | $943K | Sell |
3,794
-21
| -0.6% | -$4.99K | 0.51% | 55 |
|
|
2023
Q3 | $955K | Buy |
+3,815
| New | +$980K | 0.54% | 53 |
|
|
2023
Q2 | – | Sell |
-3,973
| Closed | -$824K | – | 139 |
|
|
2023
Q1 | $824K | Buy |
3,973
+771
| +24% | +$134K | 0.5% | 55 |
|
|
2022
Q4 | $394K | Buy |
3,202
+37
| +1% | +$7.01K | 0.27% | 87 |
|
|
2022
Q3 | $840K | Sell |
3,165
-60
| -2% | -$16.8K | 0.58% | 50 |
|
|
2022
Q2 | $860K | Sell |
3,225
-12
| -0.4% | -$3.28K | 0.51% | 59 |
|
|
2022
Q1 | $1.16M | Buy |
3,237
+57
| +2% | +$17.8K | 0.54% | 52 |
|
|
2021
Q4 | $1.12M | Sell |
3,180
-2,091
| -40% | -$701K | 0.49% | 60 |
|
|
2021
Q3 | $1.36M | Buy |
5,271
+60
| +1% | +$14.1K | 0.49% | 55 |
|
|
2021
Q2 | $1.18M | Sell |
5,211
-861
| -14% | -$187K | 0.43% | 59 |
|
|
2021
Q1 | $1.35M | Sell |
6,072
-648
| -10% | -$163K | 0.53% | 49 |
|
|
2020
Q4 | $1.58M | Buy |
6,720
+1,671
| +33% | +$285K | 0.66% | 43 |
|
|
2020
Q3 | $722K | Buy |
5,049
+249
| +5% | +$29.4K | 0.37% | 62 |
|
|
2020
Q2 | $346K | Buy |
4,800
+3,750
| +357% | +$203K | 0.19% | 87 |
|
|
2020
Q1 | $37K | Buy |
+1,050
| New | +$43.5K | 0.05% | 125 |
|
|
2019
Q4 | – | Sell |
-2,490
| Closed | -$40K | – | 390 |
|
|
2019
Q3 | $40K | Hold |
2,490
| – | – | 0.03% | 162 |
|
|
2019
Q2 | $37K | Buy |
2,490
+555
| +29% | +$8.64K | 0.02% | 172 |
|
|
2019
Q1 | $37K | Buy |
1,935
+300
| +18% | +$6.02K | 0.03% | 165 |
|
|
2018
Q4 | $36K | Buy |
1,635
+1,560
| +2,080% | +$33.6K | 0.03% | 161 |
|
|
2018
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 341 |
|
|
2018
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 325 |
|
|
2018
Q1 | $2K | Buy |
+75
| New | +$1.65K | ﹤0.01% | 316 |
|
Other funds holding TSLA
VCM
VPM
Capital Advisory Group Advisory Services's TSLA Position: Q1 2026 in Review
Capital Advisory Group Advisory Services sold out of Tesla (TSLA) in Q1 2026, closing a stake of 2,819 shares — an estimated $1.27M sold.
Capital Advisory Group Advisory Services first reported a position in TSLA in Q1 2018 and held it in 30 quarters. The position peaked at $1.58M in Q4 2020. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.
- Capital Advisory Group Advisory Services reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
- Capital Advisory Group Advisory Services sold 2,819 Tesla shares in Q1 2026, an estimated $1.27M.
- Capital Advisory Group Advisory Services first reported a position in Tesla in Q1 2018 and held it in 30 quarters.
- Capital Advisory Group Advisory Services's Tesla position peaked at $1.58M in Q4 2020.
- 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.
Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.